APA

American Portfolios Advisors Portfolio holdings

AUM $2.36B
1-Year Est. Return 14.59%
This Quarter Est. Return
1 Year Est. Return
-14.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$633M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,259
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$18.1M
3
+$14M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$11.7M
5
VTV icon
Vanguard Value ETF
VTV
+$10.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.38%
2 Financials 5.35%
3 Healthcare 4.74%
4 Communication Services 4.38%
5 Industrials 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2051
$2.01K ﹤0.01%
+250
2052
$2.01K ﹤0.01%
+103
2053
$2K ﹤0.01%
+76
2054
$1.94K ﹤0.01%
+200
2055
$1.92K ﹤0.01%
+31
2056
$1.91K ﹤0.01%
+14
2057
$1.91K ﹤0.01%
+8
2058
$1.91K ﹤0.01%
+345
2059
$1.89K ﹤0.01%
+43
2060
$1.89K ﹤0.01%
+58
2061
$1.89K ﹤0.01%
+21
2062
$1.89K ﹤0.01%
+6
2063
$1.87K ﹤0.01%
+121
2064
$1.85K ﹤0.01%
+37
2065
$1.84K ﹤0.01%
+31
2066
$1.82K ﹤0.01%
+150
2067
$1.81K ﹤0.01%
+35
2068
$1.8K ﹤0.01%
+115
2069
$1.8K ﹤0.01%
+30
2070
$1.79K ﹤0.01%
+22
2071
$1.78K ﹤0.01%
+18
2072
$1.76K ﹤0.01%
+39
2073
$1.74K ﹤0.01%
+71
2074
$1.74K ﹤0.01%
+19
2075
$1.7K ﹤0.01%
+74
81 82
83
84 85